Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs ASK-EOP
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
ASK-EOP
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.83%
6 Months
3.88%
−2.22%
1 Year
−7.98%
−4.46%
3 Years
11.06%
4.69%
5 Years
10.06%
4.88%
Since Inception
11.56%
9.48%
Fund Age
5 yrs 3 mo
8 yrs 11 mo
AUM
₹106.37 Cr
₹242.51 Cr
Alpha – 1 Year
−10.96%
−7.44%
Alpha – 3 Years
−0.82%
−7.19%
Information Ratio – 3 Years
0.00
-1.12
Volatility – 1 Year
16.00%
16.89%
Volatility – 3 Years
17.59%
18.01%
Beta – 1 Year
0.79
0.95
Beta – 3 Years
0.97
1.07
Sharpe Ratio – 1 Year
-0.78
-0.51
Sharpe Ratio – 3 Years
0.42
0.04
Worst Rolling Year
—
2.18%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
—
−24.10%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.69%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 53% · S 34%
Number of Stocks
—
34
Portfolio P/E
—
41.30
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
Top Sectors
—
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%